Creating and adding excerpts to a bundle

The excerpt feature allows you to add selected excerpts of text from a document on EIN. Useful if, for example, a whole case/report is too long and/or only a section is relevant for your bundle.

To add an excerpt, you first make sure that 'excerpt mode' is 'on' and you then select and add the required excerpt(s).

[Note: You can also watch a short video of creating excerpts on YouTube at http://www.youtube.com/watch?v=Q38JrOsWXc8]

Turning excerpt mode 'on'

Excerpt mode can be turned 'on' and 'off' (in order that you can choose not to have the excerpt function interfere with selecting text on a page). It must be turned on if you want to create and add excerpts to a bundle.

To turn excerpt mode on, simply click the EXCERPT MODE button on the Content Bundles toolbar. The EXCERPT MODE button is the last button on the Content Bundles toolbar (highlighted by the arrow in the following screenshot):

When excerpts mode is on, the EXCERPT MODE button shows a yellow excerpt icon:

When excerpt mode is off, the EXCERPT MODE button shows a greyed out excerpt icon (as in the first screenshot above).

[You may wish to turn excerpt mode off if you wish to select text on a page without the excerpt popup appearing]

Adding an excerpt to your bundle

To add an excerpt from a document on EIN, first add the item to your bundle. You do this by clicking ADD TO BUNDLE at the top of the page:

When you add an item to the bundle when excerpts mode is on, a 'My excerpts from this document' box is shown at the top of the page:

To add an excerpt, you now simply select the relevant text on the document:

As soon as you select some text, a popup window appears with the text that you selected. Check and make sure that the excerpt is OK and click 'Add':

The excerpt has now been added to your bundle.

The excerpt will remain saved on the EIN server and will appear in the 'My excerpts from this document' box (click to expand and view the excerpt, though it may take the system a second or so before the excerpt appears in this box).

Adding multiple excerpts

Note that you can repeat the process and add other excerpts from the same document. Separate excerpts are shown separately in the 'My excerpts from this document' box:

Editing and removing excerpts

You can check and edit an excerpt by clicking the 'My excerpts from this document' box to expand it. Double-click on '[unnamed excerpt]' and you can edit the title of your excerpt (you can just leave the title as [unnamed excerpt] or you can enter your own title).

Double-click on the excerpt text and you can edit the text of your excerpt:

Any edits will be saved automatically when you click outside of the editable area.

To delete and remove an excerpt, simply double-click on the 'Remove ' link.

Excerpts in your bundle

In your 'Content Bundles' box, an excerpt is signified by a yellow excerpt icon:

When you export your bundle (in order to transfer to Microsoft Word), it will be noted that the item is an excerpt. The title of each excerpt will also be shown: